CSX's Guidance Remains Intact Despite Disruptions: Analysts Weigh In On Q1 Results, Outlook
CSX's Guidance Remains Intact Despite Disruptions: Analysts Weigh In On Q1 Results, Outlook
CSX Corp (NASDAQ:CSX) shares have been in focus after U.S. Sen. Tommy Tuberville's latest regulatory filing.
在美國參議員湯米·特伯維爾提交最新的監管文件後，CSX公司（納斯達克股票代碼：CSX）的股票一直是人們關注的焦點。
CSX also reported its first-quarter results on Wednesday, which came amid an exciting earnings season. Here are some key analyst takeaways from the release.
CSX還於週三公佈了其第一季度業績，該業績是在令人興奮的業績季中發佈的。以下是該新聞稿中分析師的一些主要收穫。
BofA Securities On CSX
美銀證券在CSX上
Analyst Ken Hoexter maintained a Buy rating while cutting the price target from $40 to $39.
分析師肯·霍克斯特維持買入評級，同時將目標股價從40美元下調至39美元。
CSX's first-quarter earnings declined by 2% year-year but came ahead of Street expectations, Hoexter said.
霍克斯特說，CSX第一季度的收益同比下降了2％，但超出了華爾街的預期。
"Despite challenges from weather in January and the collapse of Baltimore's Key Bridge, CSX reiterated its 2024 low- to mid-single digit volume and revenue growth targets, as it sees momentum across its Merchandise, Intermodal and Export Coal franchises," the analyst added.
該分析師補充說：“儘管1月份的天氣帶來了挑戰，巴爾的摩的Key Bridge倒閉，但CSX重申了其2024年低至中等個位數的銷量和收入增長目標，因爲它看到了其商品、多式聯運和出口煤炭特許經營權的勢頭。”
Goldman Sachs On CSX
高盛談CSX
Analyst Jordan Alliger reiterated a Buy rating and price target of $44.
分析師喬丹·阿利格重申了買入評級和44美元的目標股價。
CSX reported operating earnings a tad ahead of expectations, with higher-than-forecast revenue producing "an OR of 63.2%, 20bps better than our 63.4% forecast," Alliger said in a note.
阿利格在一份報告中表示，CSX公佈的營業收益略高於預期，收入高於預期，“利潤率爲63.2％，比我們預期的63.4％高出20個點子”。
"While we note slightly lower ex-intermodal volume growth to start the 2Q, we remain optimistic for continued volume improvement as we move through 2024 and note solid intermodal volume growth at +7% YoY in the first two weeks of April," the analyst added.
該分析師補充說：“儘管我們注意到第二季度初的多式聯運量增長略有下降，但我們對2024年前兩週的銷量持續增長仍持樂觀態度，並注意到4月前兩週多式聯運量穩步增長，同比增長7％。”
Check out other analyst stock ratings.
查看其他分析師股票評級。
Benchmark On CSX
在 CSX 上進行基準測試
Analyst Nathan Martin maintained a Buy rating and price target of $40.
分析師內森·馬丁維持買入評級和40美元的目標股價。
CSX's first-quarter earnings of 46 cents per share beat consensus by a penny and its second-quarter export coal shipments are expected to be "pressured by the Baltimore bridge collapse with management estimating a net revenue headwind of $25M-$30M for each month the port remains closed," Martin said.
馬丁說，CSX第一季度每股收益爲46美分，比市場預期高出一分錢，其第二季度的出口煤炭出貨量預計 “將受到巴爾的摩大橋倒塌的壓力，管理層估計該港口每月的淨收入爲2500萬至3000萬美元。”
"As for intermodal, there should be minimal impact from the port outage with CSX expecting solid international growth on improving import levels and steady demand," the analyst wrote.
分析師寫道：“至於多式聯運，港口停運的影響應該微乎其微，CSX預計，由於進口水平的提高和需求的穩定，國際上將實現穩步增長。”
The company's merchandise volume is expected to grow, "driven by new business wins, a ramp-up of industrial development projects, and positive trends in several business segments," he added.
他補充說，“受新業務勝利、工業發展項目的增加以及多個業務領域的積極趨勢的推動”，該公司的商品量預計將增長。
BMO Capital Markets On CSX
CSX 上的 BMO 資本市場
Analyst Fadi Chamoun reaffirmed an Outperform rating and price target of $40.
分析師法迪·查蒙重申了跑贏大盤的評級和40美元的目標股價。
"CSX continues to sharpen its operational execution," Chamoun said. The company achieved strong cost savings in the first quarter and its business development pipeline is robust, he added.
查蒙說：“CSX繼續加強其運營執行力。”他補充說，該公司在第一季度實現了可觀的成本節約，其業務發展渠道也很穩健。
Management reiterated their full-year guidance, the analyst stated. "We expect results and reaffirmed confidence in the outlook to be well-received," he added.
分析師表示，管理層重申了他們的全年指導。他補充說：“我們預計業績並重申了對前景的信心，將受到好評。”
Baird On CSX
Baird 在 CSX 上
Analyst Garrett Holland reiterated an Outperform rating and price target of $39.
分析師加勒特·霍蘭德重申了跑贏大盤的評級和39美元的目標股價。
CSX's results were both clean and slightly better than expected, Holland said.
霍蘭德說，CSX的業績既乾淨又略好於預期。
"Despite challenges from the Baltimore coal volume disruption, lower coal RPU, and excess capacity in the truckload market, CSX remains confident in its ability to improve earnings and margins Q/Q in Q2, with larger Y/Y gains likely in 2H24," he added.
他補充說：“儘管面臨巴爾的摩煤炭產量中斷、煤炭零售單位下降以及卡車市場產能過剩帶來的挑戰，但CSX仍然對其在第二季度提高收益和利潤率的能力充滿信心，24年下半年可能會有更大的同比增長。”
CSX Price Action: Shares of CSX had risen by 1.48% to $34.67 at the time of publication on Thursday.
CSX價格走勢：週四發佈時，CSX的股價上漲了1.48％，至34.67美元。
Photo: Shutterstock
照片：Shutterstock
譯文內容由第三人軟體翻譯。